Stocks from the people
I really appreciate your work. Thanks.
I bought my first VLE in May 2023 below 2 C$. It is my biggest position meanwhile. Your analysis of VLE is the best i found.
I forgot to answer on X so here my tip for EV/FCF<2 . You should take a look at PNOR (Petronor).
MC ~ 133 MUS$
Cash 97 M$
EBITDA Q1 28,7 M$ my estimate for year 70-75 M$, Netprofit Q1 14,1 M$, i have no number for FCF
IMHO PNOR is the cheapest africa based O&G not AOI
Production in Republic of Congo (Brazzaville) - Development in Nigeria
Soon will pay 25 M$ divi (profit from farm-out deal)
Some trouble also ;-)
You could also have a look at AET, FCF% could be ~ 48% in my calculations
Ty I gotta take a look. Sounds like my kind of stock.
I really appreciate your work. Thanks.
I bought my first VLE in May 2023 below 2 C$. It is my biggest position meanwhile. Your analysis of VLE is the best i found.
I forgot to answer on X so here my tip for EV/FCF<2 . You should take a look at PNOR (Petronor).
MC ~ 133 MUS$
Cash 97 M$
EBITDA Q1 28,7 M$ my estimate for year 70-75 M$, Netprofit Q1 14,1 M$, i have no number for FCF
IMHO PNOR is the cheapest africa based O&G not AOI
Production in Republic of Congo (Brazzaville) - Development in Nigeria
Soon will pay 25 M$ divi (profit from farm-out deal)
Some trouble also ;-)
You could also have a look at AET, FCF% could be ~ 48% in my calculations
Ty I gotta take a look. Sounds like my kind of stock.